Financial Planner (Financial Adviser), Partner

NOVA; London; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

Join a forward-thinking startup that is revolutionizing financial advice delivery in the UK. This role offers the chance to focus on client engagement while leveraging innovative technology to enhance service. As a Partner (Financial Adviser), you will build your client portfolio and help clients achieve their life goals through tailored financial advice. With a strong emphasis on integrity and relationship-building, you'll thrive in a supportive environment that values innovation and personal growth. This is an exciting opportunity to make a tangible impact in the financial services industry.

Benefits

Competitive salary + benefits

Potential equity in the future

Wellness and mental health support

Funding for exams and professional development

Flexible hours

Hybrid working

Qualifications

• Qualified to give regulated financial advice in the UK with at least 2 years of experience.
• Client-focused with strong relationship-building skills and attention to detail.

Responsibilities

• Creating new business opportunities through lead generation channels.
• Providing comprehensive financial advice tailored to clients' unique needs.

Skills

Relationship Building

Attention to Detail

Communication

Entrepreneurial Mindset

Integrity

Education

Level 4 Diploma in Financial Advice

Chartered Status (preferred)

Tools

Financial Advisory Tools

Job description

2 days ago Be among the first 25 applicants

About NOVA:
NOVA Wealth is a fast-growing startup aiming to revolutionize financial advice delivery in the UK. We believe that a human adviser should be central to every client relationship, supported by technology to enhance service and reduce administrative burdens.

Our mission is to create a transformative advice platform that offers better outcomes at lower costs for more people. Through customer-centric advisers and innovative Lifeline technology, we empower clients to make smarter financial decisions and live their ideal lives.

About the role:
At NOVA, we innovate beyond traditional methods. We have eliminated lengthy, paper-based suitability reports, providing holistic advice digitally. We seek forward-thinking Partners (Financial Advisers) frustrated with the status quo and eager to improve client outcomes. This role allows you to focus on client engagement rather than administrative tasks.

This is an excellent opportunity for self-motivated individuals looking to build their own client base outside traditional wealth management firms. You will be pivotal in our growth, helping clients optimize their finances and transforming financial advice experiences.

What you'll be doing:

• Creating new business opportunities through our lead generation channels to build your client portfolio
• Providing comprehensive financial advice tailored to clients' unique needs, helping them achieve their life goals
• Delivering exceptional service to develop multi-generational relationships with both mass affluent and high-net-worth clients

Requirements:

• Client-focused with strong relationship-building skills, attention to detail, and clarity in communication
• Entrepreneurial mindset eager to innovate and grow a client book
• Comfortable with technology and open to learning new tools and systems
• Team player willing to collaborate and provide constructive feedback
• High personal integrity, handling confidential data responsibly
• Qualified to give regulated financial advice in the UK (minimum Level 4 diploma), with preference for Chartered status or willingness to attain it; at least 2+ years of advising experience

You'll feel right at home if you're...

• Helpful: Acts of kindness improve our workplace
• Straightforward: Simplicity is key in our approach
• Bold: Share your innovative ideas confidently

Benefits:

• Work with a purpose-driven organization making a tangible impact
• Competitive salary + benefits (bonus, pension, private medical, income protection, death in service)
• Potential equity in the future
• Wellness and mental health support (Headspace, private medical support)
• Funding for exams and professional development
• Electric vehicle leasing via salary sacrifice / cycle-to-work scheme
• Flexible hours and hybrid working (typically 2-3 days in-office at 20 Farringdon Street)
• Diverse, multinational team in an innovative environment

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance

Industries

• IT Services and IT Consulting